Tactical update as tug of war rages on
Last week was a good one for equities, with all four benchmark indices higher.
Read MoreLast week was a good one for equities, with all four benchmark indices higher.
Read MoreIn this short video we address the opposing voices in the market. The recent economic and money based indicators reinforce the recession view, while the momentum in the market…
Read MoreHave you ever heard two people having a conversation where they were just trying to talk over each other, and in doing so thought if they yelled louder their…
Read MoreIn this short video we discuss our market gameplan for if/when the market transitions from “bad news is good news” to “bad news is bad news.” We are more…
Read MoreThe guys lending the money (Bank CEOs) say we are going into recession, the guys printing the money (Jerome Powell) are willing to accept a recession to break inflation,…
Read MoreIn this short video we highlight why we believe inflation isn’t the issue for 2023, and what to look for in identifying when a recession begins…
Read MoreThe sharp rise in risk assets and drop in U.S. Treasury yields following the Payroll Employment Report and surprise contraction in the ISM Services Index on Friday suggest investors…
Read MoreIn this short video we discuss today’s mixed economic data and what it means to our underlying thesis using a few charts…
Read MoreToday’s Jobs report from the Bureau of Labor Statistics was a mixed bag with:
Read MoreIf you want to make the market gods laugh – tell them your plan.
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